This folio is designed for investors seeking long-term capital growth and stability. Please review the investment information at www.pfnewsletter.com to ensure that this folio meets your investment objectives now and as your investing goals change over time.
The Personal Finance Growth folio seeks long-term growth by holding a mix of top performing large-cap stocks and mid-cap stocks with solid growth prospects in a variety of sectors. The stocks in this folio are chosen and weighted based on Personal Finance’s proprietary analysis. If a selected security is not available on the Folio Investing brokerage platform, then the portfolio is reallocated among the other securities in the folio.
Last Updated: January 22, 2018
Inception Date: 2011-08-08 00:00:00.0
Date Funded: 2012-10-09*
|Year to Date||6.26%||6.05%|
|1 Year Volatility||10.11%||6.82%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% of Folio)
|1||AAPL||apple inc com||4.00%|
|2||AMP||ameriprise finl inc com||4.00%|
|4||BBY||best buy inc||4.00%|
|5||BHP||bhp ltd adr||4.00%|
|6||CAG||conagra brands inc||4.00%|
|7||CRTO||criteo s a spons ads||4.00%|
|8||CVX||chevron corp new||4.00%|
|9||CX||cemex s a adr 5 ord||4.00%|
|10||DAL||delta air lines inc del new||4.00%|
|11||DFS||discover finl svcs com||4.00%|
|12||EMN||eastman chem co||4.00%|
|13||HIMX||himax technologies inc sponsored adr||4.00%|
|14||HOG||harley davidson inc||4.00%|
|15||HON||honeywell intl inc||4.00%|
|16||IBM||international business machs||4.00%|
|17||JNJ||johnson & johnson||4.00%|
|18||MPC||marathon pete corp com||4.00%|
|21||TOT||total s a adr||4.00%|
|22||TTM||tata mtrs ltd adr||4.00%|
|23||WBA||walgreens boots alliance inc new||4.00%|
|24||WDC||western digital corp||4.00%|
Number of securities in the folio may vary, but will generally be between 20 and 30.
The Personal Finance Growth folio will be updated after changes are published in the Personal Finance newsletter or related alerts. If no other changes had been made during a year, then the portfolio would generally be rebalanced to the target security weights at least annually. Also, corporate actions, such as a merger, or other events may cause the underlying holdings to change at any time.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.